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About

Assembly is a client experience and back-office platform built for tech-enabled professional service firms such as consulting, accounting, law, real estate, marketing, and technology. It replaces scattered tools with a unified, branded client portal where businesses can connect, communicate, invoice, share files, and manage tasks from first sale to full scale. The system centralizes visibility into client relationships across the organization, powered by secure AI assistance to streamline workflows and save time. Assembly integrates easily with existing business tools via embeds, Zapier, Make, or its own flexible API and supports the creation of custom apps. Key features include secure messaging, file sharing, invoicing and billing with one-click payments, contracts and e-signatures, storefronts to productize services, forms, and task management. It is designed to deliver remarkable, modern client experiences while maintaining enterprise-grade security and HIPAA compliance.

About

Portal 360 is an all-in-one practice management platform built for Australian accounting firms. It centralises client communication, document management, tasks, billing, and reporting into a single secure system. Clients can upload documents, track job progress, view invoices, and communicate through one branded portal. All emails, messages, files, and activities are automatically organised by client, improving visibility and efficiency. Portal 360 supports complex client structures, flexible billing models, and value-based pricing. With a dedicated mobile app, strong security, and scalable workflows, Portal 360 helps accounting firms streamline operations and deliver a modern client experience.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Professional service firms wanting a tool provided a branded client portal to unify communication, billing, and collaboration

Audience

Accounting firms in Australia

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

No images available

Pricing

$39 per month
Free Version
Free Trial

Pricing

$1
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Assembly
Founded: 2020
United States
assembly.com

Company Information

Portal 360
Australia
portal360.app/

Alternatives

Alternatives

DT Practice

DT Practice

Thomson Reuters
CCH iFirm

CCH iFirm

Wolters Kluwer

Categories

Categories

Integrations

Airtable
App Store
Calendly
ClickUp
Google Docs
Google Drive
Google Forms
Google Sheets
HubSpot CRM
Looker
Make
Microsoft OneDrive
Miro
Slack
Trello
Xero
YouTube
Zapier
Zoom
monday.com

Integrations

Airtable
App Store
Calendly
ClickUp
Google Docs
Google Drive
Google Forms
Google Sheets
HubSpot CRM
Looker
Make
Microsoft OneDrive
Miro
Slack
Trello
Xero
YouTube
Zapier
Zoom
monday.com
Claim Assembly and update features and information
Claim Assembly and update features and information
Claim Portal 360 and update features and information
Claim Portal 360 and update features and information